Wall Street’s AI Paradox: Why Has NVIDIA’s Stock Flatlined as Hyperscaler Spend Explodes?

Quick Read Nvidia (NVDA) shares dropped another 2.23% on Friday and are now negative for the year despite massive spending plans from NVIDIA’s largest customers. NVIDIA is curerntly trading for slightly north of 23X forward earnings. Wall Street is worried about competition: Broadcom AI revenue surged 74% to $6.2B while AMD Data Center hit $5.4B as competition intensifies. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reali ...